DOSSIER · 13F-HR · Q4 2025

NORTH STAR ASSET MANAGEMENT INC

$2.5B in tracked AUM across 443 positions as of Q4 2025.

NS
CIK 0001056559 · last filed Dec 31, 2025
Total AUM
$2.5B
as of Q4 2025
Holdings
443
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

NORTH STAR ASSET MANAGEMENT INC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE
$96M354K3.9%
02
MSFT
MICROSOFT
$76M157K3.1%
03
SCHB
SCHWAB US BROAD MKT ETF
$70M2.7M2.8%
04
GOOG
ALPHABET CL C
$67M215K2.7%
05
VTI
VANGUARD TTL STK MKT ETF
$62M184K2.5%
06
SPYM
SPDR S&P LARGE CAP 500
$59M732K2.4%
07
SSNC
SS&C TECHNOLOGIES
$53M608K2.1%
08
AMZN
AMAZON.COM
$52M225K2.1%
09
V
VISA
$50M143K2.0%
10
SCHW
CHARLES SCHWAB
$49M490K2.0%

Filing history

2025Q4Dec 31
$2.5B 0.5%
443 positionsView →
2025Q3Sep 30
$2.5B 4.3%
445 positionsView →
2025Q2Jun 30
$2.4B 7.9%
438 positionsLocked
2025Q1Mar 31
$2.2B 3.0%
420 positionsLocked
2024Q4Dec 31
$2.3B 1.4%
415 positionsLocked
2024Q3Sep 30
$2.2B 5.8%
417 positionsLocked
2024Q2Jun 30
$2.1B 0.5%
428 positionsLocked
2024Q1Mar 31
$2.1B 8.3%
435 positionsLocked
2023Q4Dec 31
$2.0B 12.2%
426 positionsLocked
2023Q3Sep 30
$1.7B 3.9%
414 positionsLocked
2023Q2Jun 30
$1.8B 6.6%
420 positionsLocked
2023Q1Mar 31
$1.7B 5.7%
426 positionsLocked
Showing 12 of 85